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Joseph Donald Guest

Raffa Investment Advisers

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About Joseph Donald Guest

Joseph Donald Guest is an investment advisor representative with Raffa Investment Advisers, registered in Illinois. Joseph has been in the industry since December 2013. Joseph holds a Series 65 license. Raffa Investment Advisers provides retirement income planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Joseph Guest is currently registered with Raffa Investment Advisers. Raffa Investment Advisers is an investment advisory firm with 1 licensed agent and 5 investment adviser representatives, managing $1.28 billion in assets. They primarily serve charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and corporations or other businesses. Their services include retirement income planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.

$1.28B

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement income planning

Retirement income planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Guest’s Registration & Firm History

DC

02/11/2021 - Present

Raffa Investment Advisers (WASHINGTON DC)

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Licenses & Designations

IA

Issued 07/01/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Donald Guest.
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